MS Power Assist

Dependent Lookup in MS CRM 2016 and D365 Requirement : When a value selected in a lookup, related records for that lookup should be filtered in another lookup. Eg: let’s say, we have Out Of SLA Reason and Out Of SLA Sub Reason lookup (entities). When a value is selected from Out Of SLA Reason Lookup, only related records of that value should be visible in Out Of SLA Sub Reason lookup. Implementation : Create two custom Entities – Out Of SLA Reason and Out Of SLA Sub Reason Create a 1: N relationship (Referential) in Out Of SLA Reason with Out Of SLA Sub Reason. Which creates a lookup of Out Of SLA Reason in Out Of SLA Sub Reason entity. Now go to Out Of SLA Sub Reason form and Out Of SLA Reason lookup on the form. Now populate the data in Out Of SLA Reason and Out Of SLA Sub Reason . Once data populated, go to Out Of SLA Sub Reason and select the related SLA Reason records from lookup for Out Of SLA Sub Reason records . Now go to SLA Reason, SLA Sub Reason entities and create 1:

We have been trying to update the blog with all the MS CRM information .... Enjoy our MS CRM blog, please do leave feedback in the comments.

What is CRM? CRM stands for Customer Relationship Management is to supervise and maintain customer relations effectively along with customer data, engagement and sales. So, CRM applications helps to organize and track the customer data effectively, from all in one place. What is MS Dynamics CRM? MS Dynamics CRM is an application helps you track all the customer interactions and data. With this application you can easily share all this information across your organization and can give clear picture to your teams through multiple channels. Heart of the Business Success is maintaining good relationship with your Customers. Why MS Dynamics CRM? MS Dynamics CRM is unique in the CRM marketplace due to Look and feel of the application is very familiar and comfortable to work with Comes with 3 Deployment options: On-Premise, Online, Hybrid. Out of the box separate modules for Sales, Marketing and Service management which can be easily configurable as well as customizable Ability to work with m